Women

Estate Planning Case Studies

While every person’s life circumstances are different, there are general estate planning needs that can be determined based on factors such as age, employment, marital status, life goals, etc. To help you understand what documents you might need, I’ve created the following case studies for… Read more

Building Blocks of Estate Planning

In one of my recent webinars, I discussed the building blocks of estate planning. It is my goal to help educate women about the importance of being involved in the estate planning process. In this forum, I share many tips for successfully navigating this process… Read more

Who Should I Name As My Fiduciary? | Common Estate Planning Mistakes

One of the most important parts of estate planning is thinking about who you can trust to manage your assets should you become incapacitated (temporarily or permanently) or pass away. This person/people or institution is known as the fiduciary.   Fiduciary duties can apply to… Read more

Challenges Most Women Face When Planning Their Estate

A majority of women do not have an estate plan. Yet, 95% of women will be their family’s primary financial and decision-maker at some point in their lives. Of the women who do not have an estate plan, almost all of them have experienced a… Read more